Compare · 3 funds side by side · dividends reinvested

FNDA, JEPI and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

FNDA, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.1

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.22%+15.7%+18.3%+16.5%+6.5%−9.4%16.2%$9.0B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: FNDA 2013 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab Fundamental U.S. Small Company Index ETF · $9.0B$13,696

FNDA

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,510

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

FNDA

More Ways to See the Pairs

FNDA vs JEPI: Top 5 Holdings

Today

FNDA

2.1%in top 5

JEPI

in top 59.8%

FNDAStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: FNDA, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FNDA0.25%$25

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPI

+15.7%Year to dateJan 1 → Nov 12+8.3%

+18.3%1 yearTotal return+10.1%

+16.5%3 years · per year$10,000 became $15,815 · $13,724+11.1%

+6.5%5 years · per year$10,000 became $13,696 · $14,510+7.7%

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

1.22%Trailing 12-mo yield$122 · $786 a year on $10k7.86%

−9.4%Worst dropSmaller is better−6.7%

16.2%VolatilityLower is calmer9.0%

FNDAJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%VSXYnot top 5

0.4%ANFnot top 5

0.4%ACHCnot top 5

0.4%FDSnot top 5

0.4%RPRXnot top 5

Held in common0.7%

End-of-day Nov 12, 2026 · share of each fund

FNDA vs JEPI Returns, Every Period

5Y

SchwabFNDA

+6.5%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

FNDAJEPIFaded: behind in that period

3–1FNDA wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FNDA vs JEPI

YTD

SchwabFNDA

+15.7%

JEPIJ.P. Morgan

+8.3%

+15.7%Year to date+8.3%

−9.4%Worst drop · 1Y−6.7%

16.2%Volatility · 1Y9.0%

1.2%Yield7.9%

$9.0BAssets$46.8B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: FNDA, JEPI, SCHD

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

FNDA1.22%$122

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

FNDA$122 − $25 = $97

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FNDA, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

FNDAJEPISCHD

FNDA—0.7%1.8%

JEPI0.7%—8.5%

SCHD1.8%8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

FNDAWorst drop−9.4%16.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FNDA, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: FNDA, JEPI, SCHD